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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$3.32M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.3M
APW
28
Atlantic Private Wealth
North Carolina
$3.18M
AFG
29
Albion Financial Group
Utah
$3M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.98M
EFN
31
Equita Financial Network
Pennsylvania
$2.83M
Baillie Gifford & Co
32
Baillie Gifford & Co
United Kingdom
$2.68M
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.6M
Osaic Holdings
34
Osaic Holdings
Arizona
$2.49M
AM
35
Atwater Malick
Pennsylvania
$2.41M
WA
36
Westfuller Advisors
New York
$2.37M
AC
37
Arjuna Capital
North Carolina
$2.21M
DRP
38
Decker Retirement Planning
Utah
$2.15M
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$2.15M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.12M
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$1.89M
NA
42
NewEdge Advisors
Louisiana
$1.89M
IWC
43
Integrated Wealth Concepts
Massachusetts
$1.78M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.77M
Bank of America
45
Bank of America
North Carolina
$1.73M
SW
46
SoFi Wealth
California
$1.7M
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.65M
XPN
48
XY Planning Network
Montana
$1.55M
MWM
49
Modern Wealth Management
Kansas
$1.54M
FPF
50
First Pacific Financial
Washington
$1.52M